Questionnaires serve plenty of purposes on their own – from extending application forms to collecting references. But when you pair them with Stage Actions, the hours you'll save really start piling up!

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Candidate Questionnaires are available to customers on all paid plans. Admin permission is required to create and edit questionnaires.

How to send a questionnaire with a stage action

You can send questionnaires automatically the first time a candidate reaches a stage. Just use the Send Questionnaire stage action.

To add a stage action from the pipeline view:

1. Click Positions/Pools in the left sidebar.
2. Open the correct position.
3. Click the settings menu (three dots) for the stage where you want to set the action.
4. Click Edit Stage Actions in the dropdown.
5. Click the dropdown for Available Stage Actions and select Send Questionnaire.
6. Click + Add next to the name of the Stage Action.
7. Select a questionnaire from the dropdown.
8. Select a delay period, if you’d like to postpone sending the questionnaire.
9. Click Save Changes.

Learn more about automating with stage actions.

How to customize the message sent with a questionnaire

When you send a questionnaire as part of a later stage in your pipeline (any time you're not including it with an application), we’ll email the candidate a link to the questionnaire, along with a templated note. You can edit this template right inside the questionnaire’s settings.

To edit the message from a questionnaire’s settings:

1. Click the gear icon ⚙️ in the left sidebar.
2. Hover over Recruiting Preferences and click Questionnaires.
3. Click the edit icon (pad and pen) next to the correct questionnaire.
4. Scroll to Questionnaire Email Template and click Show Template.
5. Customize the message as needed, the same way you customize other message templates.
6. Click Save Changes.

Common questionnaire automations

You can customize questionnaires for just about anything. Here are a few top examples:

• Request references when you’re ready to find out more about a candidate.
• Ask a series of knockout questions as the first step in prescreening.
• Send a challenge – like a writing sample request for a Content Writer.
• Ask a few questions that require a Video Response as part of a first-round Interview Stage.